Funds are ranked by their Morningstar Risk-Adjusted Return scores with the top 10% of funds in a category receiving 5 stars, the top 22.5% receiving 4 stars; a fund in the middle 35% receiving 3 stars; and a fund in the bottom 22.5% receiving 2 stars. Privacy Policy and Katie Reichart takes a look. Funds with suspended coverage or that have never been covered are often those that are both smaller in size and are less widely held by our customers. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. USD | NAV as of Dec 14, 2020 | 1-Day Return as of Dec 14, 2020, 11:52 PM GMT+00:00. Retirees’ Year-End Tax-Planning Guide: Christine Benz gets you ready for 2021. Click the print icon in your browser to print this report. No matter what type of investing approach you follow, we can help you find the right equity funds to diversify your portfolio. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. The Brandes International Equity Fund invests in 35–85 larger companies from outside of North America that Brandes believes are trading at a price below fair ... (Canada), Inc., Morningstar Associates, Inc., and Sionna Investment Managers Inc. as portfolio sub-advisors in respect of certain of the Bridgehouse Funds… Share this chart. Stock funds that have invested 40% or more of their equity holdings in foreign stocks (on average over the past three years) are placed in an international-stock category. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. This fund is not currently covered by a Morningstar analyst. © Copyright 2020 Morningstar, Inc. All rights reserved. A list of Morningstar 5-star and 4-star rated Series F and Series A funds offered by CI Investments Published 10/26/20 Intelligent Indexer: As Private Equity Goes Mainstream, Investors Need Help For mutual fund evaluations, Morningstar's proprietary market cap evaluation methodology is used to rank the underlying stocks in each mutual fund in order to ... International Equity Style Box . Our reliable data and analysis can help both experienced enthusiasts and newcomers. Stock funds that have invested 40% or more of their equity holdings in foreign stocks (on average over the past three years) are placed in an international-stock category. Today's real-time LISIX fund quote Lazard International Strategic Equity Portfolio Institutional Shares ticker symbol LISIX price, snapshot, NAV, ratings, historical returns, news, risk measures, fees. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Muni National Intermediate-Term Bond Funds. Muni National Intermediate-Term Bond Funds. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Lazard International Equity Instl | LZIEX. Learn more about mutual funds at fidelity.com. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. iShares International Equity Index This site is protected by reCAPTCHA and the Google This site is protected by reCAPTCHA and the Google T. Rowe Price Splits in Two: T. Rowe Price is taking a page from American Funds and splitting into two entities in order to manage its growth. The Morningstar Category™ classifications were introduced in 1996 to help investors make meaningful comparisons between mutual funds. MFS Meridian Funds - Global Equity Fund, the winner of the Morningstar Fund Awards 2010 Global Large-Cap Equity Category, was also the winner of Global Equity Category in Morningstar Fund Awards in 2008. Get Morningstar's independent and trusted mutual fund analysis, research, and ratings, including real-time fund quotes, prices, ratings, performance data, analysis, news, tips, and chart info, all designed to help investors invest confidently in funds. Morningstar has awarded the fund a silver analyst rating and a four-star overall rating. International Equity Funds. A fund that we do not cover now may become a stronger candidate for coverage in the future if it becomes more relevant to investors Fund Report | 13 Dec 2020. Prior to that date, the fund followed a significantly different investment strategy, or it operated under a different legal structure subject to different regulatory requirements. Use the comprehensive ranking lists by category to compare funds and find the best investment for you. Get fund performance data on DFA International Core Equity Portfolio Institutional Class (DFIEX) including growth, trailing returns, and quarterly and monthly returns. Morningstar International Equity Fund - The investment seeks long-term capital appreciation. Get Morningstar's independent and trusted analysis, research, including real-time stock/fund quotes, prices, performance data, analysis, news, tips, and chart info, all designed to help investors invest confidently in stocks/funds. See Morningstar International Equity Fund (MSTFX) mutual fund ratings from all the top fund analysts in one place. The new Morningstar Target Allocation Indexes aim to set a standard. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers. Terms of Service apply. Morningstar information contained herein (excluding money market and fixed income characteristics) is proprietary to Morningstar and is not warranted to be accurate, complete or timely. © Copyright 2020 Morningstar, Inc. All rights reserved. See U.S. News rankings of top-rated International Stock mutual funds. The fund will normally invest at least 80% of its assets in equity securities. Currency is in AUD unless otherwise specified. MORNINGSTAR INTERNATIONAL EQUITY FUND- Performance charts including intraday, historical charts and prices and keydata. Get top portfolio holding details for MFS Blended Research International Equity Fund Class R2 (BRXSX) including annual turnover, assets in top 10 holdings, stock holdings, and bond holdings. Privacy Policy and Morningstar Category - Funds. Fund price for Baillie Gifford International Fund B Accumulation along with Morningstar ratings & research, long term fund performance and charts Under normal circumstances, it will invest approximately 80-100% of its assets in securities of issuers domiciled outside of the United States. AQR International Equity I | AQIIX This fund’s investment structure or legal structure substantially changed as of 08/31/2009. Learn How to Read a Morningstar Analyst Report. This list highlights the best international stock funds from 2009 to 2018, based on each fund outperforming the MSCI EAFE index over the last one-, three-, five- and 10-year periods. Analyze the Fund Fidelity ® Total International Equity Fund having Symbol FTIEX for type mutual-funds and perform research on other mutual funds. And 4-star rated Series F and Series a funds offered by CI Investments category... Christine Benz gets you ready for 2021 top fund analysts in one place long-term appreciation. 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